National Life Group is seeking to enhance its broker-dealer and Product Management team by hiring a Product Management Associate to support the development, oversight, and promotion of the firm's investment product platform.
Requirements
- Ability to obtain Series 7 license within 1 year of hire.
- Working knowledge of Broker/Dealer products and services
- Experience creating training presentations for adult learners
- Experience collaborating with Web or Marketing teams on required product updates
Responsibilities
- Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.
- Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm's product platform.
- Oversee and continuously improve the firm's product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.
- Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.
- Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.
- Collaborate with the Head of Product Management to prepare agendas and materials for the firm's Investment and Product Committees.
- Create clear, accurate and effective written communications and marketing materials in support of approved investment products.
Other
- Bachelor's degree or equivalent combination of education and experience
- 3–5 years of experience in financial services, preferably within a Broker Dealer
- Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed
- Excellent written, verbal, and presentation skills, with a high attention to detail.
- Self-starter with a high degree of initiative and ability to prioritize competing task
